Client Services Lead: Investment Solutions

State Street; Quincy (MA); On-site; USD 65,000 - 114,000; Full time

Job summary

State Street is seeking a client service professional to oversee end-of-night service performance within Investment Services. You will coordinate with operations and technology teams to deliver high-quality client outcomes and act as the primary liaison for governance and relationship oversight.

You will manage client relationships with daily interactions, identify issues affecting satisfaction, and drive project execution while aligning internal teams with client needs and strategic goals.

Qualifications

• BS/BA degree required with 3–5 years in financial services in operational, product management, or project oversight.
• Strong communication skills and ability to present to clients and senior STT management.

Responsibilities

• Ensure daily adherence to end-of-night SLAs and manage client communications as necessary.
• Manage client relationships and sentiment via extensive daily interaction with clients and internal counterparts.
• Maintain superior client service by acting as an advocate and proactively identifying issues which risk impact to client satisfaction.
• Work closely with internal teams and clients, facilitating communication to ensure an effective operating environment.
• Provide overall project management for client-related and internal initiatives, acting as a liaison between business units to ensure successful implementation while managing internal and external expectations.
• Begin to focus on strategic aspects of maintaining long‑term relationships and helping to grow share of wallet.
• Keep senior management informed of new developments, service issues, and potential new business opportunities.

Skills

Client facing

Communication skills

Presentation skills

Partnership mindset

Enterprise platforms

Education

BS/BA degree

Job description

State Street is seeking a client service professional to oversee end-of-night service performance within Investment Services. You will coordinate with operations and technology teams to deliver high-quality client outcomes and act as the primary liaison for governance and relationship oversight.

You will manage client relationships with daily interactions, identify issues affecting satisfaction, and drive project execution while aligning internal teams with client needs and strategic goals.